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ASHTON THOMAS PRIVATE WEALTH
ASHTON THOMAS PRIVATE WEALTH, LLC
CRD 153902 · SEC 801-71512
8605 EAST RAINTREE DRIVE, SUITE 280, SCOTTSDALE, AZ, 85260, United States
Phone
602-732-4745
Fax
602-734-5495
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.01B
Discretionary AUM
$6.01B
Team
93 total employees; 63 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersVARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1983 | $641.9M |
| High net worth individuals | 1198 | $5.22B |
| Pension/profit sharing plans | 1 | $817K |
| Charitable organizations | 11 | $39.9M |
| Corporations/business entities | 36 | $109.5M |
States served
AZ, AR, CA, CO, GA, ID, IL, LA, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTPS://TWITTER.COM/ASHTONTHOMASPW
- HTTPS://WWW.INSTAGRAM.COM/ASHTONTHOMASPW
- https://millstreetinvest.com/
- https://forgepw.com/
- https://campbellprivatewealth.com/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/ASHTON-THOMAS-PRIVATE-WEALTH/
- HTTPS://WWW.FACEBOOK.COM/ASHTONTHOMASPRIVATEWEALTH/
- HTTP://WWW.ASHTONTHOMASPW.COM
- https://msi.partners/
- https://dayhagan.com/
- https://dhfunds.com/
- https://www.linkedin.com/company/day-hagan-asset-management/posts/
- https://x.com/DayHagan_Invest
Official SEC filing: View on IAPD